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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,732 | $111,814-13.5% | $103,378-6.4% | $145,978-33.7% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 25.34% | 24.80%+0.5pp | 24.91%+0.4pp | 550.52%-525.2pp |
| Employer contribution / active EE | $557 | $4,215-86.8% | $3,870-85.6% | $4,662-88.0% |
| Participant deferral / active EE | $6,571 | $5,618+17.0% | $5,058+29.9% | $6,690-1.8% |
| Admin fee / account holder | $1,794 | $9,764-81.6% | $8,401-78.7% | $13,400-86.6% |